Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner
Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn More
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Learn More
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Learn More
LPL At A Glance
Thoughtful, balanced financial guidance is a fundamental need for everyone.
